Principal Wealth Advisor

ABOUT the company WEALTH

Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. The company is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started the company to give independent advisors a modern, AI-native home.

The company is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join the company, running under their own brand (or ours), and the company earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at the company service up to 50% more households and save 19 hours a week.

AI runs through everything we do. On the product side, the company Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at the company uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.

The trajectory is steep and it's still early. We're a Series C company with 170+ people, $200M raised, and $100M ARR in sight this year. Inc. ranked us the No. 1 fastest-growing financial services company in America in 2026. Come build the next stage with us!

Recognition

We're a Certified Great Place to Work and have been honored for our culture and our growth:

• Newsweek's America's Greatest Startup Workplaces (2026)

• Fortune Best Workplaces in New York™ (2026)

• Great Place to Work Certified™

BUILD YOUR DREAM ADVISORY PRACTICE - POWERED BY the company

At the company, our mission is to make great financial advice easier to deliver through empowering experienced financial advisors to build the practices they've always dreamed of. We handle the back-office burden, automate the tedious work, and arm you with AI-powered tools, so you can focus on what actually moves the needle: your clients.

As a Financial Advisor on the the company platform, you'll run your own client-first business with maximum autonomy, backed by technology built specifically for advisors like you. No more manual financial plans in Excel. No more chasing paperwork. Just you, your clients, and the modern infrastructure to grow faster than you thought possible.

You will

• Build and grow your own firm, powered by the company's platform and resources

• Develop client relationships and your book of business with the support of AI-powered prospecting and marketing tools

• Serve as a trusted advisor across investment strategy, tax planning, retirement, estate planning, stock options, charitable giving, and risk management

• Prepare and present comprehensive financial plans that cut through complexity for clients

• Design, implement, and monitor long-term investment portfolios and asset allocations

• Act as a design partner to the company's Product team — your feedback shapes the platform

• Help vet and inspire other top advisors to join the the company network

Required experience

• Currently operating as a financial advisor

• Series 65 or equivalent with a clean U4

• Existing, transferrable book of business

• Proven track record of client acquisition and retention

• CFA or CFP certification (preferred)

The ideal candidate

• Has an entrepreneurial mindset and wants to grow a practice without the typical overhead

• Brings 7+ years of investment advisory experience

• Has an existing, transferrable book of business

• Communicates financial advice with empathy, clarity, and confidence

• Is energized by the idea of spending more time with clients and less time on admin

• CFA or CFP certification is a plus

What the company brings to the table

• AI-powered software that eliminates manual, non-client-facing work

• Dedicated marketing team to accelerate growth

• Dedicated operations team to service clients

• Seamless back-office workflows built for modern advisory practices

• A fully supported, white-glove transition process for your existing book

• Industry-leading compensation with equity

• Flexibility to keep your own brand name

• Remote and hybrid flexibility

• A seat at the table — advisors directly influence the company's product roadmap

Why the company?

We've raised over $105M from Thrive Capital, Index Ventures, and other top-tier investors. We've surpassed $5 billion in AUM in and grown 600%+ in the last 18 months. Our team comes from Airbnb, Square, Brex, Carta, and some of the largest RIAs in the country.

Wealth management is a $545 billion industry still running on spreadsheets. We're changing that - and we want the best advisors in the business building their future with us!

Compensation Range: $200K - $1M+

This role is fully remote: no on-site work required.

BENEFITS

• Competitive salary and equity package

• We offer a generous relocation package to help top talent make the move to our NYC office

• Unlimited PTO + paid company holidays

• Access to holistic medical, dental, and vision plans

• Company 401(k) (including Mega backdoor Roth options), Commuter, and HSA/FSA plans

• NYC office in Union Square

• Lunch and snacks provided in the office, & dinner if you stay late

• Access to virtual mental health care (Spring Health) and health concierge (Rightway) to help you find the right care

• Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

• Benefits are available to full-time employees